Civic Intelligence

O'Connell Robertson Inc.

Plan context: O'Connell Robertson Inc. 401(K) Plan and Trust

EIN 74-1733108 • Austin, TX • 27 filings • 4 plans

811 Barton Springs Road, Suite 900Austin, TX 78704
Current Snapshot

Latest Year

2024

2024 Participants

128

2024 Assets

$16,202,074

2024 Contributions

$1,843,792

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$16,202,074$8,101,037$0200020132024YearValue
$16,202,074Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

146730200020122024YearValue
128Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241128$16,202,074$1,843,792$14,405iApproximate average salary by contribution assumption: employee only about $360,116 at 4% or $240,077 at 6%; with 50% employer match about $240,077 at 4% or $160,051 at 6%; with 100% employer match about $180,058 at 4% or $120,039 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-128$16,202,074$1,843,792$14,405iApproximate average salary by contribution assumption: employee only about $360,116 at 4% or $240,077 at 6%; with 50% employer match about $240,077 at 4% or $160,051 at 6%; with 100% employer match about $180,058 at 4% or $120,039 at 6%.
20232146$13,886,214$1,211,492$8,298iApproximate average salary by contribution assumption: employee only about $207,447 at 4% or $138,298 at 6%; with 50% employer match about $138,298 at 4% or $92,199 at 6%; with 100% employer match about $103,724 at 4% or $69,149 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-139$13,886,214$1,211,492$8,716iApproximate average salary by contribution assumption: employee only about $217,894 at 4% or $145,263 at 6%; with 50% employer match about $145,263 at 4% or $96,842 at 6%; with 100% employer match about $108,947 at 4% or $72,631 at 6%.
O'CONNELL ROBERTSON AND ASSOCIATES, INC. DBA O'CONNELL ROBERTSON EMPLOYEE BENEFITS PLAN-146---
20222131$11,656,119$907,308$6,926iApproximate average salary by contribution assumption: employee only about $173,150 at 4% or $115,434 at 6%; with 50% employer match about $115,434 at 4% or $76,956 at 6%; with 100% employer match about $86,575 at 4% or $57,717 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-107$11,656,119$907,308$8,480iApproximate average salary by contribution assumption: employee only about $211,988 at 4% or $141,325 at 6%; with 50% employer match about $141,325 at 4% or $94,217 at 6%; with 100% employer match about $105,994 at 4% or $70,663 at 6%.
O'CONNELL ROBERTSON AND ASSOCIATES, INC. DBA O'CONNELL ROBERTSON EMPLOYEE BENEFITS PLAN-131---
2021174$13,937,653$683,269$9,233iApproximate average salary by contribution assumption: employee only about $230,834 at 4% or $153,889 at 6%; with 50% employer match about $153,889 at 4% or $102,593 at 6%; with 100% employer match about $115,417 at 4% or $76,945 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-74$13,937,653$683,269$9,233iApproximate average salary by contribution assumption: employee only about $230,834 at 4% or $153,889 at 6%; with 50% employer match about $153,889 at 4% or $102,593 at 6%; with 100% employer match about $115,417 at 4% or $76,945 at 6%.
2020175$13,789,538$754,926$10,066iApproximate average salary by contribution assumption: employee only about $251,642 at 4% or $167,761 at 6%; with 50% employer match about $167,761 at 4% or $111,841 at 6%; with 100% employer match about $125,821 at 4% or $83,881 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-75$13,789,538$754,926$10,066iApproximate average salary by contribution assumption: employee only about $251,642 at 4% or $167,761 at 6%; with 50% employer match about $167,761 at 4% or $111,841 at 6%; with 100% employer match about $125,821 at 4% or $83,881 at 6%.
2019175$11,624,761$745,880$9,945iApproximate average salary by contribution assumption: employee only about $248,627 at 4% or $165,751 at 6%; with 50% employer match about $165,751 at 4% or $110,501 at 6%; with 100% employer match about $124,313 at 4% or $82,876 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-75$11,624,761$745,880$9,945iApproximate average salary by contribution assumption: employee only about $248,627 at 4% or $165,751 at 6%; with 50% employer match about $165,751 at 4% or $110,501 at 6%; with 100% employer match about $124,313 at 4% or $82,876 at 6%.
2018171$9,008,017$720,241$10,144iApproximate average salary by contribution assumption: employee only about $253,606 at 4% or $169,071 at 6%; with 50% employer match about $169,071 at 4% or $112,714 at 6%; with 100% employer match about $126,803 at 4% or $84,535 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-71$9,008,017$720,241$10,144iApproximate average salary by contribution assumption: employee only about $253,606 at 4% or $169,071 at 6%; with 50% employer match about $169,071 at 4% or $112,714 at 6%; with 100% employer match about $126,803 at 4% or $84,535 at 6%.
2017165$9,439,598$682,383$10,498iApproximate average salary by contribution assumption: employee only about $262,455 at 4% or $174,970 at 6%; with 50% employer match about $174,970 at 4% or $116,647 at 6%; with 100% employer match about $131,228 at 4% or $87,485 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-65$9,439,598$682,383$10,498iApproximate average salary by contribution assumption: employee only about $262,455 at 4% or $174,970 at 6%; with 50% employer match about $174,970 at 4% or $116,647 at 6%; with 100% employer match about $131,228 at 4% or $87,485 at 6%.
2016158$8,686,113$589,273$10,160iApproximate average salary by contribution assumption: employee only about $253,997 at 4% or $169,331 at 6%; with 50% employer match about $169,331 at 4% or $112,888 at 6%; with 100% employer match about $126,998 at 4% or $84,666 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-58$8,686,113$589,273$10,160iApproximate average salary by contribution assumption: employee only about $253,997 at 4% or $169,331 at 6%; with 50% employer match about $169,331 at 4% or $112,888 at 6%; with 100% employer match about $126,998 at 4% or $84,666 at 6%.
2015158$7,589,396$677,837$11,687iApproximate average salary by contribution assumption: employee only about $292,171 at 4% or $194,781 at 6%; with 50% employer match about $194,781 at 4% or $129,854 at 6%; with 100% employer match about $146,086 at 4% or $97,390 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-58$7,589,396$677,837$11,687iApproximate average salary by contribution assumption: employee only about $292,171 at 4% or $194,781 at 6%; with 50% employer match about $194,781 at 4% or $129,854 at 6%; with 100% employer match about $146,086 at 4% or $97,390 at 6%.
2014154$7,359,659$492,769$9,125iApproximate average salary by contribution assumption: employee only about $228,134 at 4% or $152,089 at 6%; with 50% employer match about $152,089 at 4% or $101,393 at 6%; with 100% employer match about $114,067 at 4% or $76,045 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-54$7,359,659$492,769$9,125iApproximate average salary by contribution assumption: employee only about $228,134 at 4% or $152,089 at 6%; with 50% employer match about $152,089 at 4% or $101,393 at 6%; with 100% employer match about $114,067 at 4% or $76,045 at 6%.
2013151$6,496,819$432,910$8,488iApproximate average salary by contribution assumption: employee only about $212,211 at 4% or $141,474 at 6%; with 50% employer match about $141,474 at 4% or $94,316 at 6%; with 100% employer match about $106,105 at 4% or $70,737 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-51$6,496,819$432,910$8,488iApproximate average salary by contribution assumption: employee only about $212,211 at 4% or $141,474 at 6%; with 50% employer match about $141,474 at 4% or $94,316 at 6%; with 100% employer match about $106,105 at 4% or $70,737 at 6%.
2012151$5,094,648$414,948$8,136iApproximate average salary by contribution assumption: employee only about $203,406 at 4% or $135,604 at 6%; with 50% employer match about $135,604 at 4% or $90,403 at 6%; with 100% employer match about $101,703 at 4% or $67,802 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-51$5,094,648$414,948$8,136iApproximate average salary by contribution assumption: employee only about $203,406 at 4% or $135,604 at 6%; with 50% employer match about $135,604 at 4% or $90,403 at 6%; with 100% employer match about $101,703 at 4% or $67,802 at 6%.
2011153$4,163,429$405,077$7,643iApproximate average salary by contribution assumption: employee only about $191,074 at 4% or $127,383 at 6%; with 50% employer match about $127,383 at 4% or $84,922 at 6%; with 100% employer match about $95,537 at 4% or $63,691 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-53$4,163,429$405,077$7,643iApproximate average salary by contribution assumption: employee only about $191,074 at 4% or $127,383 at 6%; with 50% employer match about $127,383 at 4% or $84,922 at 6%; with 100% employer match about $95,537 at 4% or $63,691 at 6%.
2010146$4,081,125$400,235$8,701iApproximate average salary by contribution assumption: employee only about $217,519 at 4% or $145,013 at 6%; with 50% employer match about $145,013 at 4% or $96,675 at 6%; with 100% employer match about $108,760 at 4% or $72,506 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-46$4,081,125$400,235$8,701iApproximate average salary by contribution assumption: employee only about $217,519 at 4% or $145,013 at 6%; with 50% employer match about $145,013 at 4% or $96,675 at 6%; with 100% employer match about $108,760 at 4% or $72,506 at 6%.
2009145$3,355,910$524,997$11,667iApproximate average salary by contribution assumption: employee only about $291,665 at 4% or $194,443 at 6%; with 50% employer match about $194,443 at 4% or $129,629 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-45$3,355,910$524,997$11,667iApproximate average salary by contribution assumption: employee only about $291,665 at 4% or $194,443 at 6%; with 50% employer match about $194,443 at 4% or $129,629 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
2008152$2,380,696$498,161$9,580iApproximate average salary by contribution assumption: employee only about $239,500 at 4% or $159,667 at 6%; with 50% employer match about $159,667 at 4% or $106,445 at 6%; with 100% employer match about $119,750 at 4% or $79,833 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-52$2,380,696$498,161$9,580iApproximate average salary by contribution assumption: employee only about $239,500 at 4% or $159,667 at 6%; with 50% employer match about $159,667 at 4% or $106,445 at 6%; with 100% employer match about $119,750 at 4% or $79,833 at 6%.
2007141$2,963,484$410,874$10,021iApproximate average salary by contribution assumption: employee only about $250,533 at 4% or $167,022 at 6%; with 50% employer match about $167,022 at 4% or $111,348 at 6%; with 100% employer match about $125,266 at 4% or $83,511 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-41$2,963,484$410,874$10,021iApproximate average salary by contribution assumption: employee only about $250,533 at 4% or $167,022 at 6%; with 50% employer match about $167,022 at 4% or $111,348 at 6%; with 100% employer match about $125,266 at 4% or $83,511 at 6%.
2006134$2,324,122$287,520$8,456iApproximate average salary by contribution assumption: employee only about $211,412 at 4% or $140,941 at 6%; with 50% employer match about $140,941 at 4% or $93,961 at 6%; with 100% employer match about $105,706 at 4% or $70,471 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-34$2,324,122$287,520$8,456iApproximate average salary by contribution assumption: employee only about $211,412 at 4% or $140,941 at 6%; with 50% employer match about $140,941 at 4% or $93,961 at 6%; with 100% employer match about $105,706 at 4% or $70,471 at 6%.
2005131$1,779,091$358,493$11,564iApproximate average salary by contribution assumption: employee only about $289,107 at 4% or $192,738 at 6%; with 50% employer match about $192,738 at 4% or $128,492 at 6%; with 100% employer match about $144,554 at 4% or $96,369 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-31$1,779,091$358,493$11,564iApproximate average salary by contribution assumption: employee only about $289,107 at 4% or $192,738 at 6%; with 50% employer match about $192,738 at 4% or $128,492 at 6%; with 100% employer match about $144,554 at 4% or $96,369 at 6%.
2004135$1,963,201$318,323$9,095iApproximate average salary by contribution assumption: employee only about $227,374 at 4% or $151,582 at 6%; with 50% employer match about $151,582 at 4% or $101,055 at 6%; with 100% employer match about $113,687 at 4% or $75,791 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-35$1,963,201$318,323$9,095iApproximate average salary by contribution assumption: employee only about $227,374 at 4% or $151,582 at 6%; with 50% employer match about $151,582 at 4% or $101,055 at 6%; with 100% employer match about $113,687 at 4% or $75,791 at 6%.
2003139$1,506,349$265,072$6,797iApproximate average salary by contribution assumption: employee only about $169,918 at 4% or $113,279 at 6%; with 50% employer match about $113,279 at 4% or $75,519 at 6%; with 100% employer match about $84,959 at 4% or $56,639 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-39$1,506,349$265,072$6,797iApproximate average salary by contribution assumption: employee only about $169,918 at 4% or $113,279 at 6%; with 50% employer match about $113,279 at 4% or $75,519 at 6%; with 100% employer match about $84,959 at 4% or $56,639 at 6%.
2002131$1,047,529$213,103$6,874iApproximate average salary by contribution assumption: employee only about $171,857 at 4% or $114,572 at 6%; with 50% employer match about $114,572 at 4% or $76,381 at 6%; with 100% employer match about $85,929 at 4% or $57,286 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-31$1,047,529$213,103$6,874iApproximate average salary by contribution assumption: employee only about $171,857 at 4% or $114,572 at 6%; with 50% employer match about $114,572 at 4% or $76,381 at 6%; with 100% employer match about $85,929 at 4% or $57,286 at 6%.
2001127$0$0-
O'Connell Robertson Inc. 401(K) Plan and Trust-27---
2000125$1,089,724$190,465$7,619iApproximate average salary by contribution assumption: employee only about $190,465 at 4% or $126,977 at 6%; with 50% employer match about $126,977 at 4% or $84,651 at 6%; with 100% employer match about $95,233 at 4% or $63,488 at 6%.
O'Connell Robertson Inc. 401(K) Plan and Trust-25$1,089,724$190,465$7,619iApproximate average salary by contribution assumption: employee only about $190,465 at 4% or $126,977 at 6%; with 50% employer match about $126,977 at 4% or $84,651 at 6%; with 100% employer match about $95,233 at 4% or $63,488 at 6%.